Investors Asset Management of Georgia’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Sell |
26,796
-331
| -1% | -$96K | 3.59% | 3 |
|
|
2025
Q1 | $6.65M | Sell |
27,127
-350
| -1% | -$85.9K | 3.37% | 2 |
|
|
2024
Q4 | $6.59M | Sell |
27,477
-24
| -0.1% | -$5.75K | 3.21% | 3 |
|
|
2024
Q3 | $5.8M | Sell |
27,501
-24
| -0.1% | -$5.06K | 2.73% | 4 |
|
|
2024
Q2 | $5.57M | Buy |
27,525
+1
| +0% | +$202 | 2.71% | 5 |
|
|
2024
Q1 | $5.51M | Sell |
27,524
-1,173
| -4% | -$235K | 2.59% | 5 |
|
|
2023
Q4 | $4.87M | Sell |
28,697
-2,499
| -8% | -$424K | 2.47% | 6 |
|
|
2023
Q3 | $4.46M | Buy |
31,196
+2
| +0% | +$286 | 2.46% | 6 |
|
|
2023
Q2 | $4.54M | Sell |
31,194
-19
| -0.1% | -$2.76K | 2.34% | 5 |
|
|
2023
Q1 | $4.07M | Sell |
31,213
-133
| -0.4% | -$17.3K | 2.17% | 6 |
|
|
2022
Q4 | $4.2M | Sell |
31,346
-104
| -0.3% | -$13.9K | 2.19% | 7 |
|
|
2022
Q3 | $3.29M | Buy |
31,450
+592
| +2% | +$61.9K | 1.69% | 10 |
|
|
2022
Q2 | $3.48M | Buy |
30,858
+302
| +1% | +$34K | 1.8% | 10 |
|
|
2022
Q1 | $4.17M | Buy |
30,556
+126
| +0.4% | +$17.2K | 2.1% | 7 |
|
|
2021
Q4 | $4.82M | Sell |
30,430
-40
| -0.1% | -$6.34K | 2.3% | 6 |
|
|
2021
Q3 | $4.99M | Buy |
30,470
+558
| +2% | +$91.3K | 2.59% | 5 |
|
|
2021
Q2 | $4.65M | Sell |
29,912
-7
| -0% | -$1.09K | 2.5% | 5 |
|
|
2021
Q1 | $4.56M | Buy |
29,919
+700
| +2% | +$107K | 2.64% | 5 |
|
|
2020
Q4 | $3.71M | Sell |
29,219
-1,000
| -3% | -$127K | 2.51% | 5 |
|
|
2020
Q3 | $2.91M | Sell |
30,219
-15
| -0% | -$1.44K | 1.95% | 6 |
|
|
2020
Q2 | $2.84M | Buy |
30,234
+360
| +1% | +$33.9K | 1.98% | 6 |
|
|
2020
Q1 | $2.69M | Sell |
29,874
-2,500
| -8% | -$225K | 2.2% | 5 |
|
|
2019
Q4 | $4.51M | Sell |
32,374
-100
| -0.3% | -$13.9K | 2.74% | 4 |
|
|
2019
Q3 | $3.82M | Sell |
32,474
-125
| -0.4% | -$14.7K | 2.44% | 5 |
|
|
2019
Q2 | $3.65M | Buy |
32,599
+41
| +0.1% | +$4.58K | 2.46% | 5 |
|
|
2019
Q1 | $3.3M | Buy |
32,558
+200
| +0.6% | +$20.2K | 2.3% | 5 |
|
|
2018
Q4 | $3.16M | Sell |
32,358
-119
| -0.4% | -$11.6K | 2.58% | 5 |
|
|
2018
Q3 | $3.67M | Hold |
32,477
| – | – | 2.55% | 4 |
|
|
2018
Q2 | $3.38M | Sell |
32,477
-26
| -0.1% | -$2.71K | 2.48% | 4 |
|
|
2018
Q1 | $3.57M | Sell |
32,503
-141
| -0.4% | -$15.5K | 2.64% | 4 |
|
|
2017
Q4 | $3.49M | Sell |
32,644
-761
| -2% | -$81.4K | 2.48% | 5 |
|
|
2017
Q3 | $3.19M | Sell |
33,405
-1,030
| -3% | -$98.4K | 2.35% | 5 |
|
|
2017
Q2 | $3.15M | Buy |
34,435
+85
| +0.2% | +$7.77K | 2.17% | 4 |
|
|
2017
Q1 | $3.02M | Buy |
34,350
+75
| +0.2% | +$6.59K | 2.09% | 5 |
|
|
2016
Q4 | $2.96M | Buy |
34,275
+250
| +0.7% | +$21.6K | 2.19% | 4 |
|
|
2016
Q3 | $2.27M | Sell |
34,025
-167
| -0.5% | -$11.1K | 1.72% | 8 |
|
|
2016
Q2 | $2.13M | Hold |
34,192
| – | – | 1.65% | 9 |
|
|
2016
Q1 | $2.03M | Buy |
34,192
+135
| +0.4% | +$8K | 1.69% | 10 |
|
|
2015
Q4 | $2.25M | Buy |
34,057
+175
| +0.5% | +$11.6K | 1.89% | 7 |
|
|
2015
Q3 | $2.07M | Sell |
33,882
-25
| -0.1% | -$1.52K | 1.86% | 7 |
|
|
2015
Q2 | $2.3M | Buy |
33,907
+25
| +0.1% | +$1.69K | 1.97% | 5 |
|
|
2015
Q1 | $2.05M | Hold |
33,882
| – | – | 1.69% | 7 |
|
|
2014
Q4 | $2.12M | Buy |
+33,882
| New | +$2.12M | 1.83% | 7 |
|